Nicholas ValerioCRD Number: 6749160
Current Firm: Vanguard Advisers, Inc.
Nicholas Valerio (CRD# 6749160) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 3 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|The Vanguard Group, Inc.||Malvern, PA||Mar 2018 - Current||2|
|Spring Ford Country Club||Royersford, PA||Feb 2013 - Current||7|
|Randstad||Malvern, PA||Jun 2017 - Mar 2018||< 1|
|Randstad||Malvern, PA||Feb 2017 - Jun 2017||< 1|
|West Chester University||West Chester, PA||Jan 2013 - Jan 2017||4|
|Maggiano's||King Of Prussia, PA||Nov 2014 - Jan 2015||< 1|
|Valley Forge Casino Resort||King Of Prussia, PA||Sep 2010 - Nov 2013||3|
|Montgomery County Community College||Pottstown / Blue Bell, PA||Jan 2011 - Dec 2012||1|
|Drexel University||Philadelphia, PA||Sep 2011 - Dec 2011||< 1|
|Montgomery County Community College||Pottstown / Blue Bell, PA||Sep 2010 - May 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2017|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management221,045MILLIONS
Total Number of Accounts452,542ACCOUNTS
Average Account Value$488,452
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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